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Liberty Wealth Management’s iShares Russell 1000 Value ETF IWD Stock Holding History

Liberty Wealth Management’s Portfolio IWD Stock Details IWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$282K Hold
1,319
– – 0.04% 214
2026
Q1 		$282K Sell
1,319
-130
-9% -$28.5K 0.04% 214
2025
Q4 		$305K Sell
1,449
-103
-7% -$21.3K 0.04% 188
2025
Q3 		$316K Buy
1,552
+216
+16% +$43K 0.04% 174
2025
Q2 		$259K Buy
+1,336
New +$247K 0.04% 186
2025
Q1 		– Sell
-1,359
Closed -$252K – 175
2024
Q4 		$252K Sell
1,359
-50
-4% -$9.59K 0.04% 170
2024
Q3 		$267K Sell
1,409
-33,364
-96% -$6.08M 0.05% 172
2024
Q2 		$316K Buy
34,773
+33,242
+2,171% +$5.81M 0.06% 152
2024
Q1 		$274K Buy
1,531
+209
+16% +$35.4K 0.05% 152
2023
Q4 		$219K Sell
1,322
-35
-3% -$5.41K 0.05% 153
2023
Q3 		$206K Hold
1,357
– – 0.05% 164
2023
Q2 		$214K Buy
1,357
+1
+0.1% +$153 0.05% 175
2023
Q1 		$206K Buy
+1,356
New +$209K 0.04% 216
2022
Q2 		– Sell
-1,331
Closed -$221K – 162
2022
Q1 		$221K Buy
+1,331
New +$219K 0.08% 136
2021
Q4 		– Sell
-2,317
Closed -$380K – 150
2021
Q3 		$372K Buy
2,317
+943
+69% +$151K 0.13% 99
2021
Q2 		$218K Buy
1,374
+52
+4% +$8.23K 0.08% 123
2021
Q1 		$181K Hold
1,322
– – 0.09% 114
2020
Q4 		$181K Sell
1,322
-175
-12% -$22.4K 0.09% 113
2020
Q3 		$177K Buy
1,497
+1
+0.1% +$119 0.1% 104
2020
Q2 		$168K Sell
1,496
-299
-17% -$32.9K 0.12% 101
2020
Q1 		$178K Buy
1,795
+1
+0.1% +$125 0.16% 96
2019
Q4 		$245K Buy
1,794
+1
+0.1% +$132 0.19% 93
2019
Q3 		$230K Buy
1,793
+1
+0.1% +$127 0.22% 85
2019
Q2 		$228K Buy
1,792
+1
+0.1% +$125 0.2% 95
2019
Q1 		$221K Sell
1,791
-24
-1% -$2.88K 0.17% 84
2018
Q4 		$201K Buy
+1,815
New +$218K 0.15% 87

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Liberty Wealth Management's IWD Position: Q2 2026 in Review

Liberty Wealth Management held its iShares Russell 1000 Value ETF (IWD) position steady in Q2 2026 at 1,319 shares worth $282K. The position accounts for 0.04% of the portfolio, ranked #214.

Liberty Wealth Management first reported a position in IWD in Q4 2018 and has held it in 26 quarters since. The position peaked at $372K in Q3 2021. 1,973 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Liberty Wealth Management held 1,319 shares of iShares Russell 1000 Value ETF worth $282K as of Q2 2026.
  • Liberty Wealth Management left its iShares Russell 1000 Value ETF share count unchanged in Q2 2026.
  • iShares Russell 1000 Value ETF made up 0.04% of Liberty Wealth Management's portfolio in Q2 2026, its #214 holding.
  • Liberty Wealth Management first reported a position in iShares Russell 1000 Value ETF in Q4 2018 and has held it in 26 quarters since.
  • Liberty Wealth Management's iShares Russell 1000 Value ETF position peaked at $372K in Q3 2021.
  • 1,973 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Liberty Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.